Retirement providers

Recordkeepers, advisors, and TPAs.

Every firm working on US retirement plans, ranked by plans served and assets under administration. We've merged name variations so each firm shows up once - EMPOWER RETIREMENT, GREAT-WEST, and PUTNAM all fold into a single Empower record. Click any provider for their full book of business.

12,176-12,200 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
STEVEN M. DEROUEN & ASSOCIATES, LLC	$0	1	#6225 / #12109	2
STEVEN M. THAGARD	$132.4M	1	#6225 / #7211	1
STEVEN WEISBART	$1.11B	1	#6225 / #4052	1
STEVENS DOWD & COMPANY	$33.1M	1	#6225 / #9323	4
STEVENS INSTITUTE OF TECHNOLOGY	$466.5M	1	#6225 / #5373	1
STEWART ALTMAN	$206.4M	1	#6225 / #6522	1
STEWART C. MILLER & CO., INC.	$6.7M	1	#6225 / #11337	24
STG VII-A, LP	$5.35B	1	#6225 / #1892	1
STGVI-A, L.P	$890.4M	1	#6225 / #4434	2
STILLWATER WEALTH MANAGEMENT GROUP	$11.6M	1	#6225 / #10750	2
STITES & HARBISON	$0	1	#6225 / #12109	3
STOCK YARD BANK AND TRUST CO	$0	1	#6225 / #12109	1
STOCKMAN WEALTH MANAGEMENT	$13.0M	1	#6225 / #10627	1
STOCKYARDS BANK AND TRUST COMPANY	$8.9M	1	#6225 / #11065	3
STOEVER INVESTMENT GROUP	$0	1	#6225 / #12109	4
STOLBERG, EBBELING & BLANCHETTE, L	$16.3M	1	#6225 / #10354	3
STOLPER & COMPANY INC	$962.1M	1	#6225 / #4304	3
STONE LAKE WEALTH	$0	1	#6225 / #12109	1
STONE MASONS UNION NO. 3 PROFIT SHA	$0	1	#6225 / #12109	1
STONE POINT CAPITAL LLC	$2.42B	1	#6225 / #2909	1
STONE SETTERS PENSION FUND LOCAL 84	$25.9M	1	#6225 / #9678	1
STONEBRISGE CAPITAL MANAGEMENT	$3.4M	1	#6225 / #11757	1
STONEGATE CAPITAL ADVISORS, LLC	$2.9M	1	#6225 / #11801	1
STONEGATE MORTGAGE CORPORATION	$0	1	#6225 / #12109	1
STONEHENGE PRIVATE CLIENT GROUP LLC	$15.0M	1	#6225 / #10454	1

Page 488 of 529

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Retirement providers

Recordkeepers, advisors, and TPAs.

12,176-12,200 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
STEVEN M. DEROUEN & ASSOCIATES, LLC	$0	1	#6225 / #12109	2
STEVEN M. THAGARD	$132.4M	1	#6225 / #7211	1
STEVEN WEISBART	$1.11B	1	#6225 / #4052	1
STEVENS DOWD & COMPANY	$33.1M	1	#6225 / #9323	4
STEVENS INSTITUTE OF TECHNOLOGY	$466.5M	1	#6225 / #5373	1
STEWART ALTMAN	$206.4M	1	#6225 / #6522	1
STEWART C. MILLER & CO., INC.	$6.7M	1	#6225 / #11337	24
STG VII-A, LP	$5.35B	1	#6225 / #1892	1
STGVI-A, L.P	$890.4M	1	#6225 / #4434	2
STILLWATER WEALTH MANAGEMENT GROUP	$11.6M	1	#6225 / #10750	2
STITES & HARBISON	$0	1	#6225 / #12109	3
STOCK YARD BANK AND TRUST CO	$0	1	#6225 / #12109	1
STOCKMAN WEALTH MANAGEMENT	$13.0M	1	#6225 / #10627	1
STOCKYARDS BANK AND TRUST COMPANY	$8.9M	1	#6225 / #11065	3
STOEVER INVESTMENT GROUP	$0	1	#6225 / #12109	4
STOLBERG, EBBELING & BLANCHETTE, L	$16.3M	1	#6225 / #10354	3
STOLPER & COMPANY INC	$962.1M	1	#6225 / #4304	3
STONE LAKE WEALTH	$0	1	#6225 / #12109	1
STONE MASONS UNION NO. 3 PROFIT SHA	$0	1	#6225 / #12109	1
STONE POINT CAPITAL LLC	$2.42B	1	#6225 / #2909	1
STONE SETTERS PENSION FUND LOCAL 84	$25.9M	1	#6225 / #9678	1
STONEBRISGE CAPITAL MANAGEMENT	$3.4M	1	#6225 / #11757	1
STONEGATE CAPITAL ADVISORS, LLC	$2.9M	1	#6225 / #11801	1
STONEGATE MORTGAGE CORPORATION	$0	1	#6225 / #12109	1
STONEHENGE PRIVATE CLIENT GROUP LLC	$15.0M	1	#6225 / #10454	1

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